Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.8B
AUM Growth
+$1.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,662
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$43.3M
3
+$41.9M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$40.3M
5
AAPL icon
Apple
AAPL
+$38.1M

Top Sells

1
+$28.5M
2
+$25.5M
3
+$20.9M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$19.2M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$15M

Sector Composition

1 Technology 9.79%
2 Consumer Discretionary 5%
3 Healthcare 4.52%
4 Financials 4.19%
5 Communication Services 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
$462K ﹤0.01%
22,554
-758
1652
$462K ﹤0.01%
14,008
-25
1653
$461K ﹤0.01%
9,987
+2,122
1654
$460K ﹤0.01%
4,456
-1,157
1655
$459K ﹤0.01%
42,715
-3,969
1656
$458K ﹤0.01%
10,268
+2,163
1657
$456K ﹤0.01%
16,503
+2,690
1658
$456K ﹤0.01%
+14,131
1659
$455K ﹤0.01%
10,683
-1,310
1660
$455K ﹤0.01%
+3,193
1661
$455K ﹤0.01%
16,767
+397
1662
$455K ﹤0.01%
36,863
+10,108
1663
$454K ﹤0.01%
3,819
-106
1664
$454K ﹤0.01%
5,548
-6,131
1665
$453K ﹤0.01%
33,698
-1,498
1666
$453K ﹤0.01%
10,287
+2,293
1667
$452K ﹤0.01%
11,148
-5,087
1668
$452K ﹤0.01%
33,919
+17,394
1669
$450K ﹤0.01%
38,718
-5,264
1670
$450K ﹤0.01%
25,130
-642
1671
$450K ﹤0.01%
2,448
-103
1672
$449K ﹤0.01%
9,759
+866
1673
$449K ﹤0.01%
20,900
+1,890
1674
$449K ﹤0.01%
12,165
-1,581
1675
$448K ﹤0.01%
10,833
+568
65 66
67
68 69